By setting up related fields in taxonomy automation, you can control when specific metaproperty choices are displayed. Simplify your upload and edit screens by only showing metaproperty options when they are relevant.
For instance, if you have Country and City metaproperties, you may not want to display French cities when Germany is chosen as the country, and vice versa. By configuring dependent fields, you can ensure that only appropriate metaproperty choices are visible based on the selection of another metaproperty. In this case, the automation would work like this: IF the Country metaproperty is France, THEN the City metaproperty option Paris should be shown in the upload and/or single edit screen.
You can also establish multiple conditions that need to be satisfied before specific metaproperty options are displayed. For example, if you have Continent, Country, and City metaproperties, you might want to show French cities only after users select Europe as the continent and France as the country. In this scenario, you can create an automation with two conditions for the Continent metaproperty. The automation for this example would be: IF the Continent metaproperty is Europe AND the Country metaproperty is France, THEN the City metaproperty option Paris should be available in the upload and/or single edit screen.
How to Set Up Dependent Fields
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Navigate to your Portal >
Settings > Taxonomy > Metaproperties management and click Configuration in the left sidebar.
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Click the metaproperty that contains one or more options that, when selected, should display specific options from another metaproperty in the upload screen or single edit screen.
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Click the ➕ button in the Automations section in the right sidebar.
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Open the dropdown in the If section at the top of the screen and select All if all the conditions you set up need to be met to trigger the desired outcome or select Any if only one of the conditions needs to be met to trigger the desired outcome.
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Open the Select an option dropdown, which you can find next to the metaproperty you clicked in step 2 to set up the condition(s). Select the metaproperty option(s) that, when selected, should display another specific metaproperty. For example, if you're setting up an automation for a Country metaproperty, select the option France.
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(Optional) Click ➕ Add metaproperty to add other conditions to your automation. For example, if you're setting up automation for a Country metaproperty with the option France, you could add the metaproperty Continent with the option Europe. You can add as many metaproperties as needed.
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Make sure the dropdown in the Then section is set to Show metaproperty.
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Open the Select a metaproperty dropdown in the Then section and select the metaproperty that should be displayed when the conditions you set up are met.
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Open the all options dropdown that you can find next to the metaproperty that you selected in step 7.
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Select all options if all metaproperty options of this metaproperty should be displayed when the condition setup is met.
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Select specific options if specific metaproperty options should be displayed when the condition setup is met. Use the dropdown Select to select the option(s) displayed when the condition setup is met.
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Click the Create automation button to create the automation.
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